Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Lord Abbett New York Tax-Free Income Fund · LANYX, NYLAX, LNYFX, NYLIX, LONYX diff. adviser | 11% | 0.58% | Lord, Abbett & Co. LLC |
| 2 | Fidelity New Jersey Municipal Income Fund · FNJHX | 10% | 0.45% | Fidelity Management & Research Company LLC |
| 3 | NYLI MacKay New York Muni Fund · MNOAX, MNOCX, MNOIX, MNOVX, MNODX, MNOLX diff. adviser | 9% | 0.48% | New York Life Investment Management LLC |
| 4 | T. Rowe Price New York Tax-Free Bond Fund · PRNYX, TRYIX diff. adviser | 8% | 0.43% | T. Rowe Price Associates, Inc. |
| 5 | Nuveen New York Municipal Bond Fund · NNYAX, NTNYX, NAJPX diff. adviser | 8% | 0.57% | Nuveen Fund Advisors, LLC |
| 6 | Fidelity SAI Sustainable Municipal Income Fund · FASWX cheaper | 8% | 0.36% | Fidelity Management & Research Company LLC |
| 7 | Fidelity SAI Municipal Income Fund · FSMNX cheaper | 8% | 0.35% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Flex Municipal Income Fund · FUENX cheaper | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | Franklin New York Tax-Free Income Fund · FNYTX, FNYIX, FNYAX, FKTJX, FNYQX diff. adviser | 7% | 0.49% | Franklin Advisers, Inc. |
| 10 | VANGUARD NEW YORK LONG-TERM TAX-EXEMPT FUND · VNYTX, VNYUX cheaper diff. adviser | 7% | 0.09% | The Vanguard Group, Inc. |
| 11 | BlackRock MuniHoldings New York Quality Fund, Inc. | 7% | — | — |
| 12 | Fidelity Massachusetts Municipal Income Fund · FDMMX | 7% | 0.44% | Fidelity Management & Research Company LLC |
| 13 | Fidelity Connecticut Municipal Income Fund · FICNX | 7% | 0.46% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Municipal Bond Opportunities ETF · FMUB cheaper | 6% | 0.30% | — |
| 15 | Fidelity Sustainable Intermediate Municipal Income Fund · FSIKX, FASLX, FASNX, FASUX, FASVX, FASJX cheaper | 6% | 0.31% | Fidelity Management & Research Company LLC |
| 16 | Fidelity Intermediate Municipal Income Fund · FLTMX, FZIAX, FZICX, FZITX, FZIIX, FIQZX cheaper | 6% | 0.31% | Fidelity Management & Research Company LLC |
| 17 | BNY Mellon New York AMT-Free Municipal Bond Fund · PSNYX, PNYCX, DNYIX, DNYYX, DNYAX diff. adviser | 6% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 18 | Fidelity Flex Conservative Income Municipal Bond Fund · FUEMX cheaper | 6% | 0.00% | Fidelity Management & Research Company LLC |
| 19 | American Funds Tax-Exempt Fund of New York · NYAAX, NYACX, NYAEX, NYAFX, TFNYX, TATEX cheaper diff. adviser | 6% | 0.30% | Capital Research and Management Company |
| 20 | BlackRock New York Municipal Income Trust | 6% | — | — |
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